A Fiscal report is generated on the POS whenever a new shift is started and covers 24 hours, automatically ending at 5:29 AM the next day. Visit Fiscal Reports from Back Office to see an overview of Fiscal reports created by the POS. Fiscal reports are generated at the end of the day and, as such, are only available after the start of the next day (e.g., today's Fiscal report will be visible tomorrow).
Accessing the Fiscal Report
To access the Fiscal Report:
- Log in to the Back Office using your Lightspeed credentials.
- Select Reports > Reports from the navigation menu.
- Click Fiscal Report in the Fiscal Reports section.
- Use the drop-down menu and calendar icon in the upper-right corner to change the report's time period.
- Click any row on the table to see a report preview.
Fiscal report column descriptions
Note: Unused or fixed columns, such as Staff and Type, have been omitted from the table below.
| Column | Description |
| Subject | A reference number signaling the device that generated the report. |
| ID | Reference for each unique report. |
| Started | The date and hour of when the report was created. |
| Ended | The date and hour of when the report was closed. |
| Device | The active device which created the report. |
| Accounts | Orders included in this report. Open, closed, and transitory (an order that was still open at the end of a business day and moved to the next day). |
| Receipts | Finished receipts included in this report. |
| Open | The number of orders that were still open after the report was closed. |
| Total Sales | Gross result generated by the active device. |
| Total Payments | Total of takings by the active device. |
Understanding the report preview
Once you've clicked a row on the table, a report preview will open showing what the report that would have physically printed when closing a shift from the POS.
| Report section | Description |
|
Header
|
Perpetual totals: Data generated by this device since it started being used.
Grand total (GT): Total of turnover generated by this device since its initial use. GT Absolute:Total of turnover valid and voided in positive generated since the beginning of this device by this device. GT tax: Total of taxes generated since the beginning of this device by this device. GT Receipt: Total of receipts generated since the beginning of this device by this device. |
|
Statistics
|
First receipt: First reference receipt created.
Valid receipts: Number of non-voided receipts. Void receipts: Number of voided receipts. Transitory accounts: Number of transitory orders carried over from yesterday. Count of accounts: Number of orders (Valid + Voided + Transitory). Draft receipts: Number of draft receipts printed. Duplicate receipts: Number of duplicated receipts printed (after payment). Direct sales: Number of direct sales. Table sales: Number of table service orders fulfilled. Delivery sales: Number of delivery sales (Delivery or Pickup mode). Covers count: Number of covers. Aborted transactions: The number of transactions that were started and abandoned. |
|
Sales
|
Sales of the day: Sales amount generated from this device.
Voided receipts: Voided amount generated from this device. Voided items: Voided item amount generated from this device. Own sales: Sales amount after voided items and voided receipt. Comps (offered): 100% discount (Comps mean Complimentary). Loss: 100% discount as a loss. Total before discounts: Own sales amount minus complimentary and loss. Discounts: Amount of the discounts inferior to 100%. Total sales: Sales amount after all deductions (Discount, voided receipt, voided items). |
|
Payments
|
Payments Received: Payment received before cancelation.
XX voided payments: Number of payments voided and their value. XX own payments: Number of payments and the amount received after voided payments. Cash due (total): Number of payments and the amount received after voided payments. |
|
Taxes
|
TVA XXX (XXX): Tax name and tax percent.
Pre-tax amount: Amount without tax. Tax total: Amount of the tax. Tax included amount: Amount with tax included. |
|
Takings
|
Cash: Name of the payment method that was used.
X own payments: Number of payments received and the amount earned. Tip total: Tips earned on the device. Cash due: Payments + Tip total - Tip taken in cash. To take in cash: Tip taken from the cash drawer if the option Servers take their tips in cash at the end of the shift is enabled in Configurations > POS user groups > ▼Configure > Server settings. To receive later: Tips paid with the salary but not taken out in cash at the end of the shift. This appears if the option Servers take their tips in cash at the end of the shift is not enabled in Configurations > POS user groups > ▼Configure > Server Settings. |
What's next?
The reports linked below are additional reports from the Fiscal reports section:
The Fiscal Summary gives a high-level overview of all sales, taxes, and receipts created during the selected time period.
Shift Reports (Fiscal) show when employees started and ended their shift, how many receipts were generated, and the total sales and payment methods during a selected shift or time period.
Use the Cash drawer report to calculate the cash amount to deposit at your bank after deducting tips and changes.